Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.8K Sell
1,076
-86
-7% -$7.02K ﹤0.01% 435
2025
Q1
$115K Buy
1,162
+143
+14% +$14.2K 0.01% 410
2024
Q4
$102K Buy
1,019
+136
+15% +$13.7K 0.01% 307
2024
Q3
$80.5K Hold
883
0.01% 329
2024
Q2
$72K Buy
883
+150
+20% +$12.2K 0.01% 342
2024
Q1
$58.8K Sell
733
-1,138
-61% -$91.2K ﹤0.01% 358
2023
Q4
$131K Sell
1,871
-50
-3% -$3.51K 0.01% 270
2023
Q3
$122K Sell
1,921
-215
-10% -$13.6K 0.01% 272
2023
Q2
$132K Hold
2,136
0.01% 267
2023
Q1
$136K Sell
2,136
-1,766
-45% -$112K 0.01% 281
2022
Q4
$256K Sell
3,902
-146
-4% -$9.59K 0.02% 241
2022
Q3
$206K Hold
4,048
0.02% 247
2022
Q2
$225K Buy
4,048
+277
+7% +$15.4K 0.02% 244
2022
Q1
$267K Buy
3,771
+1,200
+47% +$85K 0.02% 248
2021
Q4
$151K Buy
2,571
+1,766
+219% +$104K 0.01% 292
2021
Q3
$47K Buy
+805
New +$47K ﹤0.01% 364
2020
Q1
Sell
-940
Closed -$71K 243
2019
Q4
$71K Hold
940
0.01% 240
2019
Q3
$69K Buy
940
+805
+596% +$59.1K 0.01% 232
2019
Q2
$9K Hold
135
﹤0.01% 253
2019
Q1
$9K Buy
+135
New +$9K ﹤0.01% 260